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Atria Wealth Solutions, Inc.: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on USFR, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 210,150 USFR shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 210,150 shares
    Change vs previous 13F -170,167 shares

    0.24% of the 13F portfolio, value $10,572,647.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 380,317 shares
    Change vs previous 13F +188,207 shares

    0.23% of the 13F portfolio, value $19,141,341.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 192,110 shares
    Change vs previous 13F -19,715 shares

    0.11% of the 13F portfolio, value $9,666,986.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 211,825 shares
    Change vs previous 13F -66,134 shares

    0.12% of the 13F portfolio, value $10,637,851.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 277,959 shares
    Change vs previous 13F +27,899 shares

    0.15% of the 13F portfolio, value $13,984,117.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 250,060 shares
    Change vs previous 13F -34,095 shares

    0.14% of the 13F portfolio, value $12,575,539.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 284,155 shares
    Change vs previous 13F -138,914 shares

    0.18% of the 13F portfolio, value $14,275,960.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 423,069 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $21,288,842.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).